Filings through .
1 of 17 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$176K in admin expenses, $353 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
22 funds of $250K or more, counting each target-date vintage; shown as 16 lines, holding $51.2M of the plan's $51.7M. Recordkeeper: Empower.
Target-date series: BlackRock LifePath Index, mutual fund, 31% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 8 vintages | $15.7M | 30.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $6.3M | 12.3% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $5.7M | 11.1% |
| Great Gray EuroPacific Growth Trust Class R1 Capital Group · Collective trust | $4.0M | 7.8% |
| Nuveen International Equity Index Fund Class R6 TIAA (Nuveen) · Mutual fund Index | $3.2M | 6.2% |
| Key Guaranteed Portfolio Fund Manager not matched · Insurance contract | $3.1M | 6.0% |
| Invesco Core Bond Fund Class R6 Invesco · Mutual fund | $2.7M | 5.4% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $2.6M | 5.0% |
| Identity Capital Group · Mutual fund | $2.5M | 4.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 2.6% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
6 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings. They do not show money moved.
6 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 5 by compensation.
| Provider | Compensation |
|---|---|
WELLTH ADVISORY SERVICES LLC2 years Service code 27 722 ESSINGTON RD STE A · JOLIET, IL 60435 Advisory (Plan) | $61,958 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $54,581 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $39,790 |
Service code 10 PO BOX 1552 · MOUNT PLEASANT, SC 29465 Accounting | $11,900 |
SMITH & DOWNEY8 years Filed as: SMITH & DOWNEY PA Service code 29 ONE W PENNSYLVANIA AVE STE 950 · BALTIMORE, MD 21204 Legal | $7,594 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025